Mergers and Acquisitions

350 topics in this forum

1. Merging VS Plan into a MEP mid-year

   By jgoodwin, 14 hours ago   

   • merge
   • mep
   • (and 1 more)

     Tagged with:

     • merge
     • mep
     • single plan sponsor
   • 1 reply
   • 19 views
   • 
   • Mike Preston
   • 10 hours ago

2. Effect of Plan Merger on Beneficiary Designations

   By Tot, Wednesday at 04:42 PM
   • 4 replies
   • 181 views
   • 
   • Luke Bailey
   • Thursday at 11:49 PM

3. Merging 401k plans with no acquisition or sale

   By jkharvey, July 24
   • 2 replies
   • 270 views
   • 
   • Luke Bailey
   • July 24

4. Merger and Top Heavy

   By roundlou, May 2
   • 3 replies
   • 201 views
   • 
   • Luke Bailey
   • May 23

5. Merging SH Plan with Non SH Plan

   By TPA Bob, February 20   

   • merger
   • safe harbor plan
   • 4 replies
   • 339 views
   • 
   • TPA Bob
   • February 23

6. Asset Purchase vs. practice sale

   By mjf06241972, February 18   

   • asset purchase practice sale
   • 1 reply
   • 238 views
   • 
   • EBECatty
   • February 18

7. Pre-acquisition Service

   By BTG, January 10
   • 2 replies
   • 355 views
   • 
   • Eric Taylor
   • February 12

8. M&A Stock Transaction - Termination of Target Plan

   By ErisaGooroo, January 19
   • 3 replies
   • 561 views
   • 
   • Luke Bailey
   • January 22

9. Merger of top-heavy and non top-heavy plan

   By John Feldt ERPA CPC QPA, December 13, 2017   

   • 1.416-1 q&a t-32
   • 2 replies
   • 285 views
   • 
   • Luke Bailey
   • December 14, 2017

10. Vesting Schedules for Merged Plans

    By leesuh12, November 20, 2017
    • 4 replies
    • 492 views
    • 
    • Luke Bailey
    • November 22, 2017

11. Stock transaction (sale?)

    By Scuba 401, November 14, 2017
    • 14 replies
    • 599 views
    • 
    • Mike Preston
    • November 16, 2017

12. Physician Splits into Two Groups, 401(k) Plan

    By TPA Bob, November 1, 2017   

    • spin off
    • 5 replies
    • 334 views
    • 
    • TPA Bob
    • November 3, 2017

13. 401k Plan Termination Date in Acquisition

    By kmhaab, July 17, 2017
    • 1 reply
    • 667 views
    • 
    • david rigby
    • July 17, 2017

14. Merger with SIMPLE and 401(k) plans

    By K2retire, May 3, 2013
    • 4 replies
    • 2,131 views
    • 
    • Belgarath
    • June 28, 2017

15. SH plan merging into non-SH plan mid-year

    By Belgarath, June 26, 2017
    • 6 replies
    • 623 views
    • 
    • Belgarath
    • June 27, 2017

16. Plan Merger Following Acquisition and Service Credit

    By ERISA Biker, May 19, 2017
    • 4 replies
    • 708 views
    • 
    • Brian4
    • May 24, 2017

17. ASG?

    By K2, May 4, 2017
    • 3 replies
    • 487 views
    • 
    • shERPA
    • May 4, 2017

18. Can a SIMPLE IRA be merged into a 401(k)

    By Vlad401k, March 2, 2017
    • 5 replies
    • 1,001 views
    • 
    • Vlad401k
    • March 6, 2017

19. Successor Plan Sources

    By Vlad401k, February 7, 2017
    • 3 replies
    • 528 views
    • 
    • Vlad401k
    • February 17, 2017

20. Dealing with Entry Dates when Crediting Prior Service

    By 401 Chaos, December 2, 2016
    • 3 replies
    • 908 views
    • 
    • Mike Preston
    • December 2, 2016

21. Merging Plans on two different vesting schedules

    By Alex Daisy, October 14, 2016
    • 1 reply
    • 709 views
    • 
    • Alex Daisy
    • October 14, 2016

22. Terminating Seller Welfare Plans Immediately Prior to a Stock Deal

    By 401 Chaos, October 4, 2016
    • 0 replies
    • 527 views
    • 
    • 401 Chaos
    • October 4, 2016

23. Sponsoring ER Sold - Adopting ER no longer part of control group

    By Spodie, August 10, 2016   

    • Spin-off
    • Plan termination
    • (and 1 more)

      Tagged with:

      • Spin-off
      • Plan termination
      • Acquisition
    • 2 replies
    • 752 views
    • 
    • Spodie
    • August 11, 2016

24. Merger of two safe-harbor plans, different formulae

    By Zorro1k, May 17, 2016   

    • merger
    • safe
    • (and 2 more)

      Tagged with:

      • merger
      • safe
      • harbor
      • safe-harbor
    • 2 replies
    • 1,095 views
    • 
    • actuarysmith
    • July 22, 2016

25. Audit Fees for merged plan

    By JoeS, July 12, 2016
    • 0 replies
    • 378 views
    • 
    • JoeS
    • July 12, 2016